Kaitlyn
Ramsay
Steward Partners Investment Advisory, LLC
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About this Advisor
Kaitlyn Ramsay is a certified financial planner operating in Manchester, New Hampshire, with 3 years of relevant experience. Ramsay works at Steward Partners Investment Advisory, LLC. During their career, the advisor has held roles at Southern New Hampshire University, Putnam Retail Management LTD Partnership, Fidelity Brokerage Services LLC, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC, Raymond James Financial Services, Inc, Taube Wealth Management Group and Steward Partners Investment Solutions, LLC. Ramsay holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Hampshire. Steward Partners Investment Advisory, LLC is a company based out of New York, NY. The company has offices in 45 locations and a total of 363 financial advisors. It manages $12 billion in assets among its 27,637 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to 45 charities and foundations. Of its 27,637 accounts, 55% are associated with high-net-worth investors who have more than $1 million in investable assets. Steward Partners Investment Advisory, LLC offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types billed by Steward Partners Investment Advisory, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Steward Partners Investment Advisory, LLC Brokerage Details
$12,168,947,752
363
27,637
$440,314
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Kaitlyn Ramsay Work History
Kaitlyn has been registered as a financial advisor for 3 years.*
Steward Partners Investment Solutions, LLC
Steward Partners Global Advisory, LLC
Steward Partners Investment Advisory, LLC
Taube Wealth Management Group
Fidelity Brokerage Services LLC
Raymond James Financial Services, Inc
Putnam Retail Management LTD Partnership
Southern New Hampshire University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kaitlyn Ramsay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Steward Partners Investment Advisory, LLC
Somerville, NJ
New York, NY
Washington, DC
Clearwater, FL
New York, NY
Albany, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
